The Research Corporation of the University of Hawaii 2015 Performance Evaluation (Scored Rating) GENERAL INFORMATION: Employee Name: Project Name: Type of Evaluation: Period TO: Job Title: Period FROM: July 1, 2014 Annual Periodic Post-Probation Other: Quarterly June 30, 2015 RATING DEFINITIONS: 5 – Distinguished 4 – Commendable 3 – Satisfactory 2 – Marginal 1 - Unsatisfactory Sustained exceptional performance. Achievements are clearly the best among peers or have significance to project outcomes. Consistently exceeds established standards. Performance is significantly better than average. Commendable performance. Performance satisfies the requirements of the job. Performance meets standards set for the position on a consistent basis. Performance does not meet an acceptable level in all areas, but employee is steadily improving. Performance completely fails standards established for the job. Significant performance improvement needed. Performance at this level could lead to corrective action. SECTION 1 - JOB FUNCTIONS, QUALIFICATIONS/SPECIFIC JOB COMPETENCIES & OTHER: Instructions: Enter the rating, which describes the employee’s work performance. Include your written comments to justify your rating. You must provide Comments for a rating of Distinguished (5) or Unsatisfactory (1). Add up all rating values and include the total on bottom left (Total Score Section 1). NOTE: An “Unsatisfactory” rating in any factor will equate to a “Zero Value” for this entire Section. Rating Factors Rating Written Comments See above for rating definitions. Enter the numerical rating in the appropriate column. (Attach Additional Comments if necessary) (5) (4) (3) (2) (1) Performance of “Primary Job Functions” (as identified as “BOLDED” job duties on employee’s job description). Performance of “Other Job Functions” (as identified on employee’s job description). Ability to demonstrate mastery of job’s qualifications and/or competencies Other (specify): Total Score Section 1: Additional Comments: RCUH Form E-16b, RCUH Performance Evaluation (Scored Rating) (04/16/15) Page 1 of 4 SECTION 2 - PERFORMANCE COMPETENCIES: Instructions: Enter the rating that most adequately describes the employee’s ability to demonstrate the performance competencies listed. You must provide Comments for a rating of Distinguished (5) or Unsatisfactory (1). Add up all rating values and include the total on bottom left (Total Score Section 1). NOTE: An “Unsatisfactory” rating in any factor will equate to a “Zero Value” for this entire Section. Performance Competencies Rating Written Comments See above for rating definitions. Enter the numerical rating in the appropriate column. (Attach Additional Comments if necessary) (5) (4) (3) (2) (1) Attendance/Work Habits: Appropriate use of leave, consideration of workload, prompt, appropriate notification of tardiness, maintains required hours, effective use of time. Cooperation: Ability and willingness to work with associates, superiors and others. Develops cooperation while working toward solutions and goals. N/A N/A Communication: Ability to communicate effectively orally & in writing. Uses appropriate channels, assumes responsibility for communicating to superiors/coworkers Dependability/Commitment to Work: Conscientious, responsible, reliable with respect to work completion. Commits fully to the job. Strong work ethic. Initiative: Contributes new ideas, able to work independently toward approved goals. Improves working skills and abilities. Learning Ability/Knowledge of Job: Readily grasps new job requirements. Has a clear understanding of facts or factors pertinent to the job. Productivity: Demonstrated accomplishment, volume of work. Submits assignments timely. Operates with a clear sense of priorities. Quality of Work: Thoroughness, accuracy and neatness of work. Committed to continuous improvement efforts. Takes appropriate action to reduce errors. Safety Awareness: Contributes to and encourages a safe work environment. Follows safety rules, follows good practices, takes proper care of equipment. The following categories apply only to EXEMPT/SUPERVISORY LEVEL positions. (Rate only if applicable) Performance Competencies Rating Written Comments (ONLY COMPLETE For Supervisory Positions or Exempt Professional Positions) See above for rating definitions. Enter the numerical rating in the appropriate column. (5) (4) (3) (2) (1) Demonstrated Competencies of RCUH Policies and Procedures: Includes attendance at RCUH training and knowledge and ability to apply RCUH policies and procedures. Ability to Train and Develop Subordinates: Demonstrated abilities to train, mentor, and develop competencies in staff. Managing Subordinates: Effective in evaluating, leading, communicating to and developing subordinate staff. Planning & Organization: Sets realistic goals with good sense of priorities. Problem Solving/Decision Making Capabilities: Shows capability to analyze and solve problems requiring analytic or innovative thinking Total Score for Section 2: RCUH Form E-16b, RCUH Performance Evaluation (Scored Rating) (04/16/15) Page 2 of 4 (Attach Additional Comments if necessary) SECTION 3 - DEVELOPMENT AREAS: 1) What do you consider his/her strong points or things he/she does well at? 2) What are some areas he/she could improve on? What steps are being taken to strengthen this (or these) areas for opportunity? 3) Goals, tasks, projects, activities, etc. for the upcoming year: SECTION 4 – OVERALL SUMMARY RATING: Instructions: Total your scores in Sections 1 and 2. Enter the total score into the applicable rating/range. Example: Exempt/Supervisor is evaluated and if his/her Total Scores from Section 1 and 2 is a “74” = Distinguished rating. Place score in applicable box of “Enter score relative to Rating Range” below. Enter score relative to Rating Range Rating Exempt/Supervisory Distinguished Commendable Satisfactory Marginal Unsatisfactory 64 – 85 55 – 63 37 – 54 19 - 36 0 - 18 RCUH Form E-16b, RCUH Performance Evaluation (Scored Rating) (04/16/15) Page 3 of 4 Exempt/NonSupervisory Non-Exempt 49 – 60 40 – 48 27 - 39 14 - 26 0 - 13 SECTION 5 – EMPLOYEE COMMENTS: Employee's Comments: EMPLOYEE: By signing below, I acknowledge that this evaluation was reviewed with me by my supervisor. JOB DESCRIPTION CERTIFICATION: By checking this box updated. , I certify that the job description on file for my position is NOT current and needs to be Print Name _________________________________ Signature: ___________________________________ Date: _______________ SECTION 6 – ADMINISTRATIVE REVIEWS: SUPERVISOR/MANAGER: (Person who completed this evaluation) Print Name _________________________________ Signature: ___________________________________ Date: _______________ PRINCIPAL INVESTIGATOR: JOB DESCRIPTION CERTIFICATION: By checking this box , I certify that the job description on file for my employee is NOT current and needs to be updated. If this box is checked, I acknowledge that I will submit a revised job description (using Track Changes) to RCUH Human Resources at rcuhhr@rcuh.com within thirty (30) days from date signed below. Print Name _________________________________ Signature: ___________________________________ Date: _______________ RCUH HUMAN RESOURCES: Print Name _________________________________ Signature: ___________________________________ Date: _______________ RCUH Form E-16b, RCUH Performance Evaluation (Scored Rating) (04/16/15) Page 4 of 4